Appointment Setter

Globaltize; Mexico; On-site; MXN 763,000 - 1,102,000; Full time

Job summary

Globaltize, a remote-friendly sales solutions provider, seeks an Internal Sales Representative / Appointment Setter. You will handle warm leads, assess needs, and drive remote sales with a focus on converting inquiries into qualified appointments for our California-based clients.

You will manage a strong pipe of prospects, qualify opportunities, and close deals or connect customers with field specialists. Strong English, 3–5 years of experience, and CRM skills are essential for success.

Qualifications

• 3–5+ years of successful experience in sales or high-volume appointment setting.
• Excellent phone communication skills with professional spoken English for US clients.
• Proven track record of handling objections and closing sales over the phone.
• Strong organizational skills, attention to detail, and pipeline management.
• Self-driven with initiative and ability to work independently.

Responsibilities

• Answer incoming calls and assess client needs.
• Qualify leads to determine appointments or direct sales.
• Lead consultative phone-based sales conversations to close remotely.
• Schedule qualified appointments for the field team.
• Maintain CRM accuracy in GoHighLevel and Jobber; track pipeline.
• Follow up on quotes and nurture prospects through the funnel.
• Engage in proactive outbound outreach when needed.

Skills

Phone sales

Lead qualification

Objection handling

Pipeline management

Remote client interactions

Tools

GoHighLevel

Jobber

Job description

• Job Title: Internal Sales Representative / Appointment Setter
• Work Hours: Full-time (40 hours/week)
• Schedule/Timezone: Pacific Time (Client based in San Diego, California)
• Location: 100% Remote

Overview

Are you a skilled sales communicator who thrives on turning warm leads into loyal customers? Step into a high-impact role where your phone presence directly drives business growth during peak season!

We are a premier provider of permanent outdoor, architectural, and landscape lighting solutions based in Southern California, specializing in smart, app-controlled residential and commercial installations. As we enter our busiest season of the year-spanning from Halloween through Christmas, we are seeking a proactive, experienced Internal Sales Representative / Appointment Setter to manage our rapidly growing lead volume. This is a dynamic, client-facing role that goes far beyond basic scheduling: you'll engage directly with customers, assess their lighting needs, qualify leads, and either close sales over the phone or seamlessly match clients with our field sales experts.

Key Responsibilities

• Answer incoming prospective customer calls and conduct initial needs assessments.
• Qualify incoming leads to determine whether they require an appointment or a direct sales call.
• Lead phone-based consultative sales conversations to understand project scope and close deals directly for customers preferring remote quotes.
• Schedule qualified appointments for the field sales team.
• Manage and maintain CRM systems to ensure accurate pipeline tracking (GoHighLevel for marketing leads; Jobber for transactional workflow).
• Follow up consistently on pending customer quotes and nurture prospects through the sales pipeline.
• Execute proactive outbound outreach and lead generation initiatives when required.

Must-Have Requirements

• 3-5+ years of successful experience in sales or high-volume appointment setting.
• Excellent phone communication skills with clear, professional spoken English tailored for U.S. client interactions.
• Proven track record of handling customer objections and successfully closing sales over the phone.
• Strong organizational skills, keen attention to detail, and top-tier pipeline management.
• A proactive, self-sufficient mindset with the drive to take initiative and deliver results without constant supervision.

Nice-to-Have Requirements

• Hands-on experience with CRM platforms, specifically GoHighLevel and Jobber.
• Previous background in the home services or outdoor lighting industries.
• Strong foundational knowledge of customer service excellence and direct sales best practices.
• Comfort and agility working independently while collaborating effectively within a small, tight-knit team.